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Heartwood Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Heartwood Wealth Advisors’s Portfolio SDY Stock Details SDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$426K Hold
2,910
– – 0.03% 147
2026
Q2 		$443K Hold
2,910
– – 0.03% 149
2026
Q1 		$425K Sell
2,910
-7
-0.2% -$1.04K 0.04% 141
2025
Q4 		$406K Sell
2,917
-5
-0.2% -$696 0.04% 131
2025
Q3 		$409K Hold
2,922
– – 0.04% 126
2025
Q2 		$397K Hold
2,922
– – 0.04% 120
2025
Q1 		$396K Buy
2,922
+63
+2% +$8.47K 0.05% 111
2024
Q4 		$378K Sell
2,859
-151
-5% -$21.1K 0.04% 110
2024
Q3 		$428K Hold
3,010
– – 0.05% 105
2024
Q2 		$383K Hold
3,010
– – 0.05% 114
2024
Q1 		$395K Sell
3,010
-226
-7% -$28.4K 0.05% 98
2023
Q4 		$404K Sell
3,236
-81
-2% -$9.51K 0.05% 93
2023
Q3 		$381K Hold
3,317
– – 0.06% 94
2023
Q2 		$407K Sell
3,317
-6
-0.2% -$733 0.06% 92
2023
Q1 		$411K Hold
3,323
– – 0.06% 85
2022
Q4 		$416K Hold
3,323
– – 0.07% 86
2022
Q3 		$371K Buy
3,323
+875
+36% +$108K 0.06% 81
2022
Q2 		$291K Buy
2,448
+808
+49% +$101K 0.05% 99
2022
Q1 		$210K Hold
1,640
– – 0.03% 117
2021
Q4 		$212K Sell
1,640
-100
-6% -$12.4K 0.03% 101
2021
Q3 		$205K Hold
1,740
– – 0.03% 97
2021
Q2 		$213K Hold
1,740
– – 0.03% 93
2021
Q1 		$205K Sell
1,740
-464
-21% -$52K 0.03% 82
2020
Q4 		$233K Hold
2,204
– – 0.04% 76
2020
Q3 		$204K Sell
2,204
-659
-23% -$62.1K 0.04% 74
2020
Q2 		$261K Hold
2,863
– – 0.05% 65
2020
Q1 		$229K Sell
2,863
-350
-11% -$34.5K 0.06% 60
2019
Q4 		$346K Buy
+3,213
New +$337K 0.07% 66

Other funds holding SDY

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Heartwood Wealth Advisors's SDY Position: Q3 2026 in Review

Heartwood Wealth Advisors held its State Street SPDR S&P Dividend ETF (SDY) position steady in Q3 2026 at 2,910 shares worth $426K. The position accounts for 0.03% of the portfolio, ranked #147.

Heartwood Wealth Advisors first reported a position in SDY in Q4 2019 and has held it in 28 quarters since. The position peaked at $443K in Q2 2026. 57 funds tracked by Wall St. Rank hold SDY as of Q3 2026.

  • Heartwood Wealth Advisors held 2,910 shares of State Street SPDR S&P Dividend ETF worth $426K as of Q3 2026.
  • Heartwood Wealth Advisors left its State Street SPDR S&P Dividend ETF share count unchanged in Q3 2026.
  • State Street SPDR S&P Dividend ETF made up 0.03% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #147 holding.
  • Heartwood Wealth Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q4 2019 and has held it in 28 quarters since.
  • Heartwood Wealth Advisors's State Street SPDR S&P Dividend ETF position peaked at $443K in Q2 2026.
  • 57 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.